Insights

Find out what's going on in the investment world.

Insights

GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event

GVA believes in giving back to our local community and supporting those in need.  The charities we have chosen to support hold special meaning to us. While GVA supports many great causes, we focus on organizations that support veterans, children, and mental health awareness. One charity we’ve had the pleasure of supporting is the Travis … Continue reading “GVA Supports the Travis Manion Foundation at the 13th Annual USMC Memorial Event”

Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors

The COVID-19 pandemic prompted a wave of change for the financial services sector, namely accelerating the industry’s ongoing shift to digital. Firms are showing they’re willing to invest in technology that improves practice management efficiency and overall workflow. Nearly three-quarters of advisors surveyed by leading financial industry publisher Arizent said their firms were investing in … Continue reading “Practice Management Comes Into Focus as RIAs Return to the Office: How AdvisorBOB Can Increase Transparency and Drive Operational Efficiency for Advisors”

Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub

GVA is proud to partner with OnceHub, the leading provider of smart scheduling solutions, to provide you and your clients with a seamless and professional experience when it comes to booking both virtual and face to face appointments. With the ScheduleOnce online appointment booking tool, you receive a link to a fully branded landing page … Continue reading “Your Scheduling just got Smarter. Great Valley Advisor Group Partners with OnceHub”

Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office

The coronavirus pandemic prompted a sudden and widespread shift to a remote workforce, and groups that traditionally conducted all business in person had to quickly adjust to a new virtual environment. Financial advisors rose to the occasion and maintained normal business practices amid the changes. As the pandemic took hold in the spring, Arizent, the … Continue reading “Designing the Post-COVID-19 Workplace: Essential Considerations for RIAs Ready to Return to the Office”

Great Valley Advisor Group Adds Bernicke Wealth Management

The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business strategy resources, has added Bernicke Wealth … Continue reading “Great Valley Advisor Group Adds Bernicke Wealth Management”

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